BRUCE LINDORF MEMORIAL FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE LINDORF MEMORIAL FOUNDATION (EIN 23-7061702)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-05-24
- IRS object ID
- 201911449349100016
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-24T18:56:36-07:00 | ReturnTs |
| Tax Period End | 2018-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HORTIN GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1521 N Technology Way | AddressLine1Txt |
| City | Orem | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84097 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237061702 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bruce Lindorf Memorial Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRUC | BusinessNameControlTxt |
| Phone | 8014260633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o 51 West Center 604 | AddressLine1Txt |
| City | Orem | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84057 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD P LINDORF | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8014260633 | PhoneNum |
| Signature | 2019-05-24 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN K HORTIN | PreparerPersonNm |
| PTIN | P00428152 | PTIN |
| Phone | 8013748740 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.21.162.203 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-24 | IPDt |
| IP Tm | 18:56:18 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3EFE38B6F80A8867B48EF336636BC9BC56A951E1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3EFE38B6F80A8867B48EF336636BC9BC56A951E1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,593,952 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $609,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $262,470 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $262,470 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $262,470 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $56,980 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $6,195 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $136,582 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,008,052 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $319,450 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $268,665 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $35,002 | OthEmplSlrsWgsRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,885 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,994 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $1,793 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,798 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $42,085 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41,287 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $101,764 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,287 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,793 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,297 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,297 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $352,061 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,287 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $252,090 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $655,991 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $278,163 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $268,665 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $356,911 | CashBOYAmt |
| Cash EOY | $43,857 | CashEOYAmt |
| Cash EOYFMV | $43,579 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $425,820 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $257,675 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $257,675 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $135,797 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $1,279,722 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,627,768 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,830,815 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,513,388 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,505,972 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,461,883 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,711,638 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,435,272 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,593,952 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,109 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,579 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $4,109 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,579 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,707,529 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,426,693 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,707,529 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,426,693 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,711,638 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,435,272 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,707,529 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $655,991 | ExcessRevenueOverExpensesAmt |
| Other Increases | $63,173 | OtherIncreasesAmt |
| Subtotal | $5,426,693 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,426,693 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB 8379 SEE STMT ATTACHED | P | 2017-11-30 | 2018-11-30 | $160,320 | $0 | $151,104 | $9,216 | $0 | $0 | $0 | $9,216 |
| JP MORGAN 9208 SEE STMT ATTACHED | P | 2017-11-30 | 2018-11-30 | $77,453 | $0 | $58,234 | $19,219 | $0 | $0 | $0 | $19,219 |
| ROC INCOME FUND K-1 | P | 2017-11-30 | 2018-11-30 | $2,178 | $0 | $0 | $2,178 | $0 | $0 | $0 | $2,178 |
| PARAGON INCOME FUND K-1 | P | 2017-11-30 | 2018-11-30 | $93 | $0 | $0 | $93 | $0 | $0 | $0 | $93 |
| RBC CAP GAIN DIST | P | 2017-11-30 | 2018-11-30 | $4,099 | $0 | $0 | $4,099 | $0 | $0 | $0 | $4,099 |
| TDA 4896 SEE STMT ATTACHED | P | 2017-11-30 | 2018-11-30 | $194,084 | $0 | $182,496 | $11,588 | $0 | $0 | $0 | $11,588 |
| CHARLES SCHWAB 6405 SEE STMT ATTACHED | P | 2017-11-30 | 2018-11-30 | $24,593 | $0 | $16,558 | $8,035 | $0 | $0 | $0 | $8,035 |
| 20000 FORD MOTOR | P | 2010-01-20 | 2018-09-13 | $22,547 | $0 | $20,065 | $2,482 | $0 | $0 | $0 | $2,482 |
| CHARLES SCHWAB 8379 CAP GAIN DIST | P | 2017-11-30 | 2018-11-30 | $70 | $0 | $0 | $70 | $0 | $0 | $0 | $70 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,980 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $170,350 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,339,365 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039257 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $212,367 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,354,727 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048767 | DistributionYr2Rt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $207,148 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,602,881 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045004 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $276,898 | AdjustedQlfyDistriYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.133028 | TotalDistributionRt |
| Average Distribution | 0.026606 | AverageDistributionRt |
| Net Investment Income Pct | $2,782 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,782 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $252,090 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,782 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,782 | SubtotalAmt |
| Tax Based On Investment Income | $2,782 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,329 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,329 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,329 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Tax Due | $462 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RONALD S LINDORF | IndividualWithBooksNm |
| Phone | 8014264366 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 West Center 604 | AddressLine1Txt |
| City | Orem | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RONALD S LINDORF | ||||||||
| 51 W Center 604 | Orem | UT | 84057 | President | 5.00 | $0 | $0 | $0 |
| TERRI LINDORF | ||||||||
| 51 W Center 604 | Orem | UT | 84057 | Secretary | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $2,782 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,782 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $252,090 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $252,090 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,782 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $249,308 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $77,286 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $215,237 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $292,523 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $252,090 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $252,090 | RemainingDistriFromCorpusAmt |
| Total Corpus | $544,613 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $77,286 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $467,327 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $215,237 | ExcessFromYear2Amt |
| Excess From Current Year | $252,090 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RONALD LINDORF | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 West Center 604 | AddressLine1Txt |
| City | Orem | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8014264366 | RecipientPhoneNum |
| Form And Info And Materials | BY MAIL ONLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRINCIPALLY FUNDS LYME DISEASE RESEARCH AND EDUCATION, ALSO SUPPORTING EDUCATIONAL INSTITUTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LDS Church | ||||||
| 47 E SO TEMPLE ST | SALT LAKE CITY | UT | 84150 | PC501(c)(3) | Charitable | $7,400 |
| Called 2 Serve Foundation | ||||||
| 1095 N Mountain Ridge Rd | Provo | UT | 84604 | PC501(c)(3) | Educational | $15,000 |
| Brigham Young University | ||||||
| A-41 ASB | Provo | UT | 84602 | 501(c)(3) | Educational | $5,844 |
| Live Your Dream Scholarship | ||||||
| 3651 N 100 E 275 | Provo | UT | 84604 | PC501(c)(3) | medical research | $25,000 |
| Ovelessebougou Utah Alliance | ||||||
| 525 E 4500 S F115 | mILLCREEK | UT | 84102 | PC501(c)(3) | Charitable | $2,657 |
| Lyme DiseaseOrg | ||||||
| PO BOx 1352 | Chico | CA | 95927 | PC501(c)(3) | Educational | $22,821 |
| National MS Society | ||||||
| 6364 S Highland Dr Ste 101 | Salt Lake City | UT | 84121 | PC501(c)(3) | Charitable | $500 |
| Charity Vision | ||||||
| 3210 N Canyon Rd 107 | Provo | UT | 84604 | PC501(c)(3) | Charitable | $152,000 |
| Scera FOundation | ||||||
| 745 S State St | Orem | UT | 84058 | PC501(c)(3) | Medical Research | $5,000 |
| Western Governors University | ||||||
| 4001 S 700 E 700 | Salt Lake City | UT | 84107 | PC501(c)(3) | Education | $5,800 |
| Utah Valley University | ||||||
| 1161 W 300 N | Orem | UT | 84057 | PC501(c)(3) | Education | $4,700 |
| ILADEF | ||||||
| 2 Wisconsin CIr 700 | Chevy Chase | MD | 20815 | pc501(c)(3) | research | $825 |
| SHS Alumni Foundation | ||||||
| 971 E NBanta Rd | Indianapolis | IN | 46227 | 501(c)(3) | Educational | $1,500 |
| Operation Underground Railroad | ||||||
| 646 S Main St 194 | Cedar City | UT | 84720 | 501(c)(3) | Child Protective | $250 |
| Utah COalition for Lyme DIsease | ||||||
| 2177 N 2600 W | Lehi | UT | 84043 | 501(c)(3) | education | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $250,297 | TotalGrantOrContriPdDurYrAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| investment cust fees | $41,287 | $41,287 |
| Advertising | $798 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED STOCK BASIS | Desc |
| Revenue And Expenses Per Books | $136,582 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAINS | Desc |
| Amt | $63,173 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Excise Taxes | $150 | |
| Foreign Taxes | $374 | |
| Research | $1,793 | $1,793 |
| Supplies | $677 |
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